ERISA 408(b)(2) After Effects: Form 5500 Filings

Los Angeles partners, Fred Reish and Bruce Ashton along with Florham Park counsel Joan Neri and Chicago associate, Joshua Waldbeser discuss how advisors have an opportunity to help their clients with a Form 5500 reporting wrinkle that may catch plan sponsors and plan committees off-guard.

The team goes on to discuss how the failure to obtain the required disclosures under ERISA 408(b)(2) results in prohibited transactions that must be reported on the Form.